Note – you can set up multiple integrations for multiple HubSpot or Salesforce accounts.
Get Your Integration Setup
To get started, just click on the Integrations link under your user name:
In the example below, we have configured several integrations with HubSpot and Salesforce. To set up or manage these integrations, just click on the menu beneath your user name and click on Integrations.
Postalytics utilizes HubSpot’s new authentication method for integration to maximize your data security. OAuth 2.0 allows a user to authorize Postalytics to work specifically with tools in your HubSpot account, designated by the authorization scopes you set.
Click on Add New HubSpot Integration.
Name the HubSpot Integration a user friendly name and click on Save Integration.
The Salesforce Integration works the same way. See our Salesforce Authentication, User Configuration and Permissions article to learn more.
Tracking Code Management
As you scroll down the Integrations page, you’ll see a section that enables you to copy and test the Postalytics Tracking Code. There’s an easy to use tool to copy the Tracking Code to the clipboard, so you can paste it into your HTML, and also to test your landing page to determine if the Tracking Code is configured properly.